See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,701 | $183,592-55.0% | $155,567-46.8% | $145,959-43.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.29% | 61.24%-48.9pp | 64.74%-52.4pp | 561.95%-549.7pp |
| Employer contribution / active EE | $1,119 | $5,315-78.9% | $4,674-76.1% | $4,661-76.0% |
| Participant deferral / active EE | $9,304 | $6,464+43.9% | $5,628+65.3% | $6,689+39.1% |
| Admin fee / account holder | $550 | $19,318-97.2% | $15,916-96.5% | $13,398-95.9% |